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Small and medium business | Business Central, N...
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How to enable dataverse sync option?

Posted on by 1,654

Hi All,

I am trying to do integration between business central and Sales using OOB integration setup, But I was unable to synchronize the data of contact table. I have checked the Integration log table but there is no error also no inserted records. So, I was trying to sync the data manually using Dataverse action on the Contact card but however that action is unable to click.

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can anyone tell the solution of this?

Thank You.

  • YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    RE: How to enable dataverse sync option?

    Hi, hope the following helps.

    Dynamics 365 Sales and Business Central integration setup (Set up a connection to Dataverse and Set up a connection to Dynamics 365 Sales)

    https://yzhums.com/8566/

    Thanks.

    ZHU

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,102 on at
    RE: How to enable dataverse sync option?

    Did you enable the connection in the Dataverse Connection Setup? Once that is done, take a look at the Integration Table Mapping--this is where the system defines which BC table is linked to which CRM table, and what filters it uses to look for records to sync.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,137 Super User 2024 Season 2 on at
    RE: How to enable dataverse sync option?

    What Contact Type is it? Company?

    This action will be enabled if Type is Person and has Company No. assigned to that contact.

    Enabled = (Type <> Type::Company) AND ("Company No." <> '');

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: How to enable dataverse sync option?

    Hello,

    This is by design. In BC we have contacts of company type and contacts of person type. That does not exist in CRM. You have contacts and customers. Within Integration Table Mapping, for Contacts entity you will see a filter based on Contacts of person type and company name is empty.

    To resolve:

    1. create a contact of company type and associate with a customer in BC

    2. create a contact of person type and associate with that contact of company type

    The customer will synch to CRM from out of BC (Customer page).

    The contact of person type can be synched from out of BC (Contacts page).

    Hope it helps.

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